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JPMorgan Chase

4,635 hedge funds and large institutions have $579B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 244 funds opening new positions, 1,982 increasing their positions, 1,964 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,635
Holders Change
+43
Holders Change %
+0.94%
% of All Funds
62.16%
Holding in Top 10
932
Holding in Top 10 Change
+99
Holding in Top 10 Change %
+11.88%
% of All Funds
12.5%
New
244
Increased
1,982
Reduced
1,964
Closed
105
Calls
$9.99B
Puts
$11B
Net Calls
-$1B
Net Calls Change
+$302M
Name Holding Trade Value Shares
Change
Shares
Change %
CCMI
4526
Creative Capital Management Investments
California
$177K +$3.19K +11 +2%
CW
4527
Cooksen Wealth
Texas
$176K -$10.1K -35 -5%
HHMI
4528
Howard Hughes Medical Institute
Maryland
$175K +$175K +605 New
CCM
4529
Carderock Capital Management
Maryland
$174K +$174K +600 New
MS
4530
Marshall & Sullivan
Washington
$174K +$174K +599 New
FNWA
4531
Financial Network Wealth Advisors
Utah
$171K
KWM
4532
Kiker Wealth Management
Georgia
$170K -$121K -418 -42%
SVWA
4533
Sarver Vrooman Wealth Advisors
Missouri
$168K -$28.1K -97 -14%
SFO
4534
Standard Family Office
South Dakota
$167K
T
4535
TOBAM
France
$166K +$166K +573 New
SAM
4536
Sherman Asset Management
California
$165K
APW
4537
Acima Private Wealth
Virginia
$165K
WFA
4538
West Financial Advisors
Iowa
$164K
Walleye Capital
4539
Walleye Capital
New York
$161K -$3.54M -12,213 -96%
HCM
4540
Horrell Capital Management
Arkansas
$159K
AAG
4541
Accordant Advisory Group
Maryland
$145K -$290 -1 -0.2%
WW
4542
Winnow Wealth
Texas
$145K +$119K +411 +462%
MFT
4543
Moisand Fitzgerald Tamayo
Florida
$144K
WTFG
4544
Wood Tarver Financial Group
Idaho
$143K +$12.9K +45 +10%
PWM
4545
Parkworth Wealth Management
California
$137K +$13.3K +46 +11%
RI
4546
Ridgewood Investments
New Jersey
$131K
CW
4547
Curio Wealth
Maryland
$128K +$127K +438 +10,950%
MWA
4548
Miller Wealth Advisors
Colorado
$125K
PPA
4549
Painted Porch Advisors
California
$125K -$2.9K -10 -2%
MSG
4550
Main Street Group
Virginia
$124K -$11.6K -40 -9%